MMA Asset Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Buy |
+8,347
| New | +$304K | 0.12% | 131 |
|
|
2023
Q3 | – | Sell |
-9,121
| Closed | -$246K | – | 124 |
|
|
2023
Q2 | $246K | Sell |
9,121
-1,793
| -16% | -$48.4K | 0.14% | 107 |
|
|
2023
Q1 | $379K | Buy |
10,914
+211
| +2% | +$7.33K | 0.27% | 58 |
|
|
2022
Q4 | $397K | Buy |
10,703
+1,826
| +21% | +$67.7K | 0.32% | 55 |
|
|
2022
Q3 | $287K | Sell |
8,877
-2,068
| -19% | -$66.9K | 0.25% | 65 |
|
|
2022
Q2 | $423K | Hold |
10,945
| – | – | 0.36% | 56 |
|
|
2022
Q1 | $406K | Buy |
10,945
+5,528
| +102% | +$205K | 0.32% | 59 |
|
|
2021
Q4 | $249K | Buy |
+5,417
| New | +$249K | 0.18% | 81 |
|